Lowe's Companies, Inc. (LOW)

Over the past six months, Lowe's stock has increased by 11.65%, but has recently declined by 8.80% in the past month and 3.62% in the past week. As of October 3, 2025, the share price was $246.35, reflecting an 8.00% decline from October 4, 2024. Lowe's announced quarterly earnings on August 20, 2025, reporting $4.33 EPS, surpassing estimates, with revenue of $23.96 billion. For the quarter ended May 2, 2025, Lowe's reported net earnings of $1.6 billion and diluted EPS of $2.92. The company has set its fiscal year 2025 EPS guidance between $12.20 and $12.45. Institutional investors have increased their confidence, and equity analysts have raised price targets, with an average target of $285.50.

Demand for Lowe's products and services exhibits seasonality, particularly impacting its first-quarter sales, with seasonal goods constituting 35% of revenue. The second half of the year sees demand influenced by back-to-school spending and holiday demand. Demand for home improvement products tends to correlate with the health of the housing market, consumer confidence, and prevailing interest rates.

Lowe's Companies, Inc. is a home improvement retailer serving DIY customers and professional clients, operating within the Retail Trade sector. The company offers a wide array of products, including appliances, building materials, tools, and lawn and garden supplies, and provides services like installed sales, repair services, and design and installation for interior finishes. Lowe's also markets products under private brands such as Kobalt and Stainmaster.

Lowe's primarily operates in the United States, with its headquarters in Mooresville, North Carolina, and 1,750 stores across the U.S. as of May 2, 2025. It previously had a significant presence in Canada, but this business was sold on February 3, 2023. The company also has customer contact centers in Indianapolis, Indiana, and India, and a global technology hub in Charlotte, North Carolina.

Lowe's has maintained a strong brand presence and customer loyalty, being ranked #1 in Customer Satisfaction among Home Improvement Retailers by J.D. Power as of May 21, 2025. The company has expanded its focus on professional customers, with Pro sales now accounting for 30% of total sales. Lowe's is leveraging generative AI to enhance customer experience and operational productivity. Lowe's has been included in the Dow Jones Sustainability Index for North America for the fourth consecutive year and has set a goal to achieve net-zero emissions across its scope 1, 2, and 3 greenhouse gas emissions by 2050.

Lowe's Companies, Inc. is largely controlled by institutional shareholders, who collectively own between 78% and 79% of the company. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and JPMorgan Chase & Co. While institutional investors hold the majority, individual investors and public companies own approximately 43.94% of the stock, and insiders own less than 1%.